Investment Planning
Portfolio Asset Management (PAM)
To investment or not to invest? That’s the question. And surely not the only one. How much to invest, where to invest, how to invest and who to invest with are equally important considerations that demand serious attention.
Through Portfolio Asset Management PAM, Avallis Financial provides an effective solution that meets your investment needs.
Essentially, investment management through PAM is part of our all-encompassing process of client wealth management, accumulation and preservation (MAP).
PAM is our proprietary asset allocation model that tracks a wide range of funds ranging from global to regional, equity to bonds. These funds are measured against their benchmark before arriving at the settled few. At Avallis Financial, our aim is to optimise your portfolio. Access to a wide range of funds allows us independence and impartiality when giving you investment advice. Keeping in line with your investment objectives and upon your instructions, PAM will regularly rebalance your asset mix in response to the market’s advances and declines. You will also receive simple to understand, yet comprehensive quarterly valuation statements and updated reports so you know how your investments are doing. As your circumstances and preferences change, regular meetings and discussions between you and the Adviser will ensure that the portfolio is adjusted accordingly to perform consistently. In short, PAM gives you the assurance of a sound investment process at work.
Our approach to investment is holistic and objective driven, guided by your personal investment goals, effective risk profiling, and careful cash flow projection, proper diversification of risk and good understanding of the investment made. Essentially, investment management through PAM is part of our all-encompassing process of client wealth management, accumulation and preservation (MAP).